The Analysis of AXIOM INVESTORS LLC /DE's Holdings
Currently, AXIOM INVESTORS LLC /DE holds 128 types of securities in its portfolio with a total value $13.6B. In the most recent quarter, they have increased their positions in ORCL (+2.2M shares, valued at $609.0M), APP (+620.5K shares, valued at $445.8M), APH (+3.0M shares, valued at $367.7M); decreased their positions in SPOT (-322.9K shares, valued at $225.4M), IBN (-4.6M shares, valued at $138.2M), V (-323.9K shares, valued at $110.6M); initiated new positions in APP (+620.5K shares, valued at $445.8M), APH (+3.0M shares, valued at $367.7M), TME (+2.4M shares, valued at $56.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION7.5M shares22.31%2025-09-302025-11-14
MSFT MICROSOFT CORP2.5M shares3.08%2025-09-302025-11-14 META META PLATFORMS INC1.4M shares35.75%2025-09-302025-11-14 AMZN AMAZON COM INC3.8M shares-8.08%2025-09-302025-11-14 NFLX NETFLIX INC659.8K shares-8.43%2025-09-302025-11-14 ORCL ORACLE CORP2.2M shares10538.68%2025-09-302025-11-14 MS MORGAN STANLEY3.8M shares16.71%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.7M shares3.97%2025-09-302025-11-14 APP APPLOVIN CORP620.5K sharesnew addition2025-09-302025-11-14 NOW SERVICENOW INC473.0K shares45.19%2025-09-302025-11-14 GE GE AEROSPACE1.3M shares37.93%2025-09-302025-11-14 APH AMPHENOL CORP NEW3.0M sharesnew addition2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A514.7K shares-38.55%2025-09-302025-11-14 GEV GE VERNOVA INC578.2K shares1.37%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.0M shares11.25%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP2.6M shares-22.42%2025-09-302025-11-14 GOOGL ALPHABET INC859.3K shares18.02%2025-09-302025-11-14 AVGO BROADCOM INC624.0K shares106.72%2025-09-302025-11-14 AAPL APPLE INC742.2K shares-23.31%2025-09-302025-11-14 MELI MERCADOLIBRE INC78.0K shares-12.54%2025-09-302025-11-14 SE SEA LTD971.8K shares21.84%2025-09-302025-11-14 IBN ICICI BANK LIMITED5.1M shares-47.38%2025-09-302025-11-14 SHOP SHOPIFY INC1.0M shares36.31%2025-09-302025-11-14 CTAS CINTAS CORP681.7K shares-19.74%2025-09-302025-11-14 NU NU HLDGS LTD7.3M shares1125.82%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW115.8K shares-45.85%2025-09-302025-11-14 TJX TJX COS INC NEW719.4K shares-14.07%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC1.0M shares-7.27%2025-09-302025-11-14 AXON AXON ENTERPRISE INC138.5K shares-15.65%2025-09-302025-11-14 BX BLACKSTONE INC571.2K shares10.82%2025-09-302025-11-14 V VISA INC283.0K shares-53.37%2025-09-302025-11-14 IEFA ISHARES TR973.0K shares13.47%2025-09-302025-11-14 LYV LIVE NATION ENTERTAINMENT IN441.7K shares-15.46%2025-09-302025-11-14 PLD PROLOGIS INC.531.3K shares-7.21%2025-09-302025-11-14 TME TENCENT MUSIC ENTMT GROUP2.4M sharesnew addition2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC116.3K shares-18.43%2025-09-302025-11-14 EQIX EQUINIX INC63.3K shares-38.48%2025-09-302025-11-14 PGR PROGRESSIVE CORP193.3K shares-18.22%2025-09-302025-11-14 MMYT MAKEMYTRIP LIMITED MAURITIUS315.1K shares-13.22%2025-09-302025-11-14 INDA ISHARES TR546.0K shares4.46%2025-09-302025-11-14 ENSG ENSIGN GROUP INC164.2K shares51.60%2025-09-302025-11-14 CASY CASEYS GEN STORES INC43.3K shares51.21%2025-09-302025-11-14 TSLA TESLA INC52.6K shares-7.35%2025-09-302025-11-14 CLS CELESTICA INC92.7K shares9.96%2025-09-302025-11-14 GRAB GRAB HOLDINGS LIMITED3.7M shares0.94%2025-09-302025-11-14 STRL STERLING INFRASTRUCTURE INC65.7K shares26.40%2025-09-302025-11-14 MC MOELIS & CO312.8K shares63.97%2025-09-302025-11-14 FFIN FIRST FINL BANKSHARES INC646.3K shares78.66%2025-09-302025-11-14 AGX ARGAN INC79.7K shares92.86%2025-09-302025-11-14 CRDO CREDO TECHNOLOGY GROUP HOLDI144.7K shares1.83%2025-09-302025-11-14 PIPR PIPER SANDLER COMPANIES60.2K shares80.03%2025-09-302025-11-14 NVMI NOVA MEASURING INSTRUMENTS L63.8K shares77.02%2025-09-302025-11-14 VSEC VSE CORP122.2K shares33.16%2025-09-302025-11-14 VRNS VARONIS SYS INC351.7K shares106.85%2025-09-302025-11-14 CHKP CHECK POINT SOFTWARE TECH LT96.6K shares-73.78%2025-09-302025-11-14 SPXC SPX TECHNOLOGIES INC106.0K shares80.98%2025-09-302025-11-14 MOD MODINE MFG CO139.1K shares329.44%2025-09-302025-11-14 KRMN KARMAN HLDGS INC271.3K sharesnew addition2025-09-302025-11-14 SCCO SOUTHERN COPPER CORP160.7K shares7.85%2025-09-302025-11-14 MRCY MERCURY SYS INC247.8K shares74.39%2025-09-302025-11-14 SF STIFEL FINL CORP168.2K shares54.21%2025-09-302025-11-14 CVLT COMMVAULT SYS INC99.0K shares100.34%2025-09-302025-11-14 FN FABRINET49.2K sharesnew addition2025-09-302025-11-14 EMBJ EMBRAER S.A.296.7K shares-32.31%2025-09-302025-11-14 IWO ISHARES TR54.1K shares190.86%2025-09-302025-11-14 RBC RBC BEARINGS INC44.3K shares14.22%2025-09-302025-11-14 CR CRANE COMPANY93.4K shares14.36%2025-09-302025-11-14 CWK CUSHMAN WAKEFIELD PLC1.0M sharesnew addition2025-09-302025-11-14 BOOT BOOT BARN HLDGS INC98.3K shares61.07%2025-09-302025-11-14 IDCC INTERDIGITAL INC46.9K sharesnew addition2025-09-302025-11-14 AMSC AMERICAN SUPERCONDUCTOR CORP264.7K sharesnew addition2025-09-302025-11-14 INSM INSMED INC107.7K shares77.36%2025-09-302025-11-14 FSS FEDERAL SIGNAL CORP129.6K shares-5.06%2025-09-302025-11-14 RDNT RADNET INC201.9K shares84.33%2025-09-302025-11-14 SXT SENSIENT TECHNOLOGIES CORP153.5K shares51.54%2025-09-302025-11-14 CPNG COUPANG INC446.6K shares-12.38%2025-09-302025-11-14 HQY HEALTHEQUITY INC151.4K shares21.83%2025-09-302025-11-14 QTWO Q2 HLDGS INC197.7K shares52.47%2025-09-302025-11-14 OLLI OLLIES BARGAIN OUTLET HLDGS106.0K shares75.73%2025-09-302025-11-14 MIR MIRION TECHNOLOGIES INC572.3K shares45.74%2025-09-302025-11-14 IONQ IONQ INC210.9K shares212.54%2025-09-302025-11-14 MMSI MERIT MED SYS INC155.7K shares4.03%2025-09-302025-11-14 NTES NETEASE INC79.0K shares139.28%2025-09-302025-11-14 CWST CASELLA WASTE SYS INC119.2K shares-4.11%2025-09-302025-11-14 BAP CREDICORP LTD36.7K shares15.26%2025-09-302025-11-14 IEMG ISHARES INC146.4K shares9.17%2025-09-302025-11-14 RYTM RHYTHM PHARMACEUTICALS INC83.0K shares58.27%2025-09-302025-11-14 MTDR MATADOR RES CO186.2K shares34.39%2025-09-302025-11-14 OSIS OSI SYSTEMS INC32.2K shares-14.29%2025-09-302025-11-14 HDB HDFC BANK LTD228.0K shares162.98%2025-09-302025-11-14 MWA MUELLER WTR PRODS INC272.0K shares-3.88%2025-09-302025-11-14 ALKT ALKAMI TECHNOLOGY INC261.0K shares3.72%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC44.4K shares2.39%2025-09-302025-11-14 AXSM AXSOME THERAPEUTICS INC49.3K shares81.71%2025-09-302025-11-14 JOBY JOBY AVIATION INC366.6K shares138.69%2025-09-302025-11-14 BBIO BRIDGEBIO PHARMA INC109.9K sharesnew addition2025-09-302025-11-14 HEI HEICO CORP NEW17.3K shares83.54%2025-09-302025-11-14 PTGX PROTAGONIST THERAPEUTICS INC80.1K shares56.37%2025-09-302025-11-14 ITGR INTEGER HLDGS CORP50.6K shares-18.69%2025-09-302025-11-14 SMR NUSCALE PWR CORP140.6K sharesnew addition2025-09-302025-11-14 SUPN SUPERNUS PHARMACEUTICALS INC104.6K shares86.47%2025-09-302025-11-14 MNKD MANNKIND CORP899.4K sharesnew addition2025-09-302025-11-14 INDI INDIE SEMICONDUCTOR INC1.2M sharesnew addition2025-09-302025-11-14 BMI BADGER METER INC24.5K shares-31.65%2025-09-302025-11-14 CWAN CLEARWATER ANALYTICS HLDGS I226.4K shares27.72%2025-09-302025-11-14 HWM HOWMET AEROSPACE INC20.6K sharesnew addition2025-09-302025-11-14 FCFS FIRSTCASH HOLDINGS INC24.3K sharesnew addition2025-09-302025-11-14 EAT BRINKER INTL INC28.9K shares-43.75%2025-09-302025-11-14 PLMR PALOMAR HLDGS INC30.7K shares-27.32%2025-09-302025-11-14 EXLS EXLSERVICE HOLDINGS INC81.2K shares-30.88%2025-09-302025-11-14 AMP AMERIPRISE FINL INC6.4K shares-38.03%2025-09-302025-11-14 WHD CACTUS INC73.3K shares5.56%2025-09-302025-11-14 COIN COINBASE GLOBAL INC7.4K shares28.19%2025-09-302025-11-14 OPCH OPTION CARE HEALTH INC89.1K shares-61.52%2025-09-302025-11-14 KT KT CORP125.6K sharesnew addition2025-09-302025-11-14 VEEV VEEVA SYS INC7.5K shares0.00%2025-09-302025-11-14 IVV ISHARES TR2.7K shares8.00%2025-09-302025-11-14 TCOM TRIP COM GROUP LTD24.0K shares-9.92%2025-09-302025-11-14 EWT ISHARES INC27.1K shares50.56%2025-09-302025-11-14 NOVT NOVANTA INC17.1K shares17.78%2025-09-302025-11-14 KSA ISHARES TR23.4K shares-38.10%2025-09-302025-11-14 MNST MONSTER BEVERAGE CORP NEW13.6K shares-15.32%2025-09-302025-11-14 ROL ROLLINS INC13.9K shares0.00%2025-09-302025-11-14 FWONK LIBERTY MEDIA CORP DEL4.4K shares0.00%2025-09-302025-11-14 FICO FAIR ISAAC CORP142 shares0.00%2025-09-302025-11-14 MLTX MOONLAKE IMMUNOTHERAPEUTICS25.2K sharesnew addition2025-09-302025-11-14 TYL TYLER TECHNOLOGIES INC319 shares0.00%2025-09-302025-11-14 VXUS VANGUARD STAR FDS1.0K shares-95.80%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available